Painless tax returns with the Taxable Income Report
Today we have added the first of the report pages to Sharesight -- the Taxable Income Report. This report is designed to take the pain out of declaring dividends in your end of year tax return by producing all of the information you need at the click of a button. Gross dividend, imputation credits, and withholding tax information is collated and summarised in an easy to read format. Sharesight provides separate reports for NZ income and overseas income to match the format of your IR3 return.
How SMSF trustees can get EOFY-ready
In this article, we discuss how Sharesight saves SMSF trustees time and money at tax time, and how trustees can get EOFY-ready with Sharesight.
Sharesight product updates – June 2025
This month's focus was on earning SOC 2 Type 1 certification, expanding exposure reporting to European markets and improving the future income report.
Record-keeping requirements for Australian investors
Find out which records the ATO requires Australian investors to keep, and how to stay on top of your investment portfolio record-keeping with Sharesight.